Tounjian Advisory Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.3M Sell
1,992
-4
-0.2% -$2.73K 0.47% 82
2025
Q4
$1.37M Buy
1,996
+4
+0.2% +$2.72K 0.46% 73
2025
Q3
$1.33M Sell
1,992
-4,654
-70% -$3M 0.45% 74
2025
Q2
$3.73M Sell
6,646
-16
-0.2% -$9.19K 0.72% 35
2025
Q1
$3.74M Buy
+6,662
New +$3.93M 0.7% 37

Other funds holding IVV

Tounjian Advisory Partners's IVV Position: Q1 2026 in Review

Tounjian Advisory Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 0.2% in Q1 2026, selling an estimated $2.73K and leaving 1,992 shares worth $1.3M. The position accounts for 0.47% of the portfolio, ranked #82.

Tounjian Advisory Partners first reported a position in IVV in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.74M in Q1 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Tounjian Advisory Partners held 1,992 shares of iShares Core S&P 500 ETF worth $1.3M as of Q1 2026.
  • Tounjian Advisory Partners sold 4 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $2.73K.
  • iShares Core S&P 500 ETF made up 0.47% of Tounjian Advisory Partners's portfolio in Q1 2026, its #82 holding.
  • Tounjian Advisory Partners first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 5 quarters since.
  • Tounjian Advisory Partners's iShares Core S&P 500 ETF position peaked at $3.74M in Q1 2025.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Tounjian Advisory Partners's 13F filing for Q1 2026, filed 10 Apr 2026.